Savant Wealth Management expands New England presence with acquisition of Mass. firm

PROVIDENCE – Savant Wealth Management, a national wealth management firm with an office in Middletown, has partnered with Massachusetts-based Heritage Financial Services in a deal that adds $3.9 billion in assets under management and three Bay State offices to its footprint. The transaction, Savant Wealth’s largest acquisition to date which closed Feb. 27, expands the firm’s